## Monitoring of meetings in three steps

The new meeting module (version 2) just came out. It is based on the concepts of the first version but with two new major improvements:

1. Modifications are possible simultaneously by several attendees and
2. The meeting agenda is written item by item for more accuracy

The meetings are still managed in 3 phases:

* Before the meeting: preparation of the meeting agenda
* During the meeting: drafting of the meeting minutes and update of the tasks
* After the meeting: meeting minutes and traceability of the assigned tasks during the meeting

## Preparation of the meeting agenda

Once a meeting has been added, you are asked to choose the attendees and to prepare your meeting agenda item by item.

The items can be reorganized by a simple drag and drop and they are automatically numbered.

On each agenda item, 8 options are available:

* Indent, modify or delete an item.
* Add notes: notes allow you to list the information.
* Add decisions: decisions made during a meeting are clearly visible in the meeting minutes.
* Add tasks: tasks can be linked to precise items of the agenda meeting.
* Attach files: each item can have one or several files.
* Presenter: your meeting agenda is a common thread for the chair of the meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_08_diapositive1_1c7e3a55f5.png)

Synchronization of the calendar : once the meeting agenda is prepared, an event will synchronize itself in the agenda of the attendees (compatible with Outlook, Google Calendar, etc).

## Drafting of the meeting minutes and update of the tasks

During a meeting, you will find your meeting agenda item by item with its notes, attached files and linked tasks.

You can then draft one or several paragraphs in each item with the notes system, show the decisions that were made and list the tasks to do for the next meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_08_diapositive2_40ae870cd3.png)

The meeting agenda serves as a guide to help you structure your meeting and control the duration of the meeting.

Modification of deadlines and comments on the tasks are also automatically traced by WEDO to be included in the meeting minutes.

## Meeting minutes and traceability of tasks assigned during meetings

At the end of a meeting, the meeting minutes are accessible to all the attendees and each collaborator will automatically receive the tasks that have been assigned to him in his personal space.

Tasks that were completed between two meetings will automatically appear as completed in the following meeting. The task history allows you to visualize all the modifications brought to each task with a link towards the corresponding meeting minutes. In short, WEDO offers a complete traceability of the tasks throughout meetings.

When you create a new meeting, the information of the previous meeting minutes is reused to save you time and avoid having to copy-paste and the risk of mistakes.

## Bonus

### Search

WEDO’s search tool indexes the text of all your meeting minutes through all the workspaces of your network. Simply enter one or several keywords to instantly find a specific file.

### Locking

All meeting minutes can be locked after being reviewed to ensure the traceability and reliability of your archives. 

### PDF export

A single click will allow you to export your meeting agenda and meeting minutes as PDF files. The export module will allow you to select the information you want to keep in the file. This is very practical to generate extracts of the meeting minutes.

## Conclusion and acknowledgments

This new version of the meeting module allows you to save time and money. 

Customers who use this module successfully have confirmed saving up to one hour per meeting because the meeting minutes are drafted during the meeting and not afterwards. They have also noticed that their meetings are approximatively 30% shorter than before. Meetings are better prepared, better focused and thus more effective. They have also noticed a time saving when it comes to decision-making and task management. 

We were able to integrate all the suggestions for improvement from our customers in this latest version. Hence, we would like to thank them for their helpful advice and comments. WEDO will continue to evolve to become a complete collaborative tool, intended primarily for Swiss companies. 

A revisited meeting module that saves up to one hour per meeting due to its simplicity of use and the monitoring of tasks from one meeting to another.

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Redesigned meeting module : simpler, more accurate and more efficient

## WEDO SARL, THE SWISS MADE COLLABORATIVE TOOL

WEDO Sàrl is a project of David Dutch and Antoine Sudan, two engineers and childhood friends from Fribourg. WEDO is a collaborative tool created in 2015 and supported by Fri Up. It is used to manage tasks, meetings and team projects. The vision of the two engineers was to simplify communication within a company and to revolutionize collaboration among professionals!

## THE BIRTH OF A 100% SWISS START-UP

As an employee of a company, everyone is confronted with different communication channels: minutes, procedures, documents, emails, charts, phone calls or checklists. Keeping a clear vision on the tasks to perform and their deadlines is not always easy. 

In 2015, David Dutch and Antoine Sudan decided to meet several managers of different companies to discover their ways of managing tasks, meetings and projects. It is thanks to the precious testimonies of more than 300 professionals that the two engineers were able to develop their platform. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_07_stemutz_photo_fri_up_we_do_web_imh_8113_1024x683_b61624ecbc.jpg)

Unlike different tools available online, WEDO is adapted to the needs of Swiss companies. 

> Collaborate with ease 

All data are hosted in Switzerland. The application is highly secure and user-friendly, to ensure an easy networking between employees. 

## TOOLS AT THE SERVICE OF COMPANIES

The return on investment of the use of WEDO is rapid. For example, the drafting of meeting minutes via WEDO will save you up to one hour per meeting, in comparison with standard ways of drafting meeting minutes. Furthermore, the traceability proposed by the application allows you to follow up with the decisions made during the execution of a task on the field. 

Our current customers come from different fields: administrations, municipalities, nursing homes, and banks. Dedicated features allow them to follow existing processes, such as the writing of meeting minutes or the creation of checklists for the monitoring of administrative procedures. Collaborative tools are undoubtedly the future of communication systems for businesses. It is thanks to the suggestions by our customers that WEDO adapts to the needs of companies. The goal is to see WEDO become the collaborative reference tool in Switzerland. 

Photo : © Stéphane Schmutz / STEMUTZ.COM / Source : 
[Original article in ECHO](https://wedo-assets.sos-ch-gva-2.exo.io/article_wedo_echo_2017_06_26_65e15d8fde.pdf)

An article about WEDO published in Echo, the magazine by CCIF. (June 2017 / N° 3). 

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ECHO (CCIF)

The latest version of WEDO has a brand new feature dedicated to taking minutes. No need to multiply documents and spend hours updating minutes after a meeting. Write your minutes in real time, validate decisions and plan the resulting actions in the same place and during the meeting. Ensure your communication from decision-making to task completion.

## Start by creating a meeting

In each workspace, you will now find a Meetings tab. The action bar allows you to **Add meeting** to it.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive1_ca5496233d.png)

In the small window that opens, give a title and plan your meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive1_ca5496233d.png)

## Before the meeting: prepare your agenda

Once the meeting is created, you can add participants, write the meeting agenda, prepare tasks to be discussed, and attach files to be presented.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive2_62512669eb.png)

When you click on **Meeting agenda is ready**, it validates this document which will be available in WEDO to all participants.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive3_cc594b3ed3.png)

All your colleagues who have access to WEDO will be able to consult all the agendas that concern them in the same place. **In addition, all meetings that users attend are automatically synchronized with their Outlook (or other) calendar.**

## During the meeting: write up your minutes and update tasks

When the meeting starts, you open your previously created agenda and click **Start Meeting**. The screen will then be split in two: the left part for writing the minutes and the right part for updating the tasks in this workspace. Note that tasks previously linked to this workspace will be automatically displayed during a meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive4_517abc6065.png)

Changes made to tasks are recorded throughout the meeting. When the minutes are taken and the task list is updated, you can **End the meeting**.

## After the meeting: a structured minutes and assigned tasks

A closed meeting automatically displays a beautiful minutes with all the important information from the meeting: attendees present, absent and excused, the minutes themselves, new tasks, completed tasks, changes in deadlines, comments, and more.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive5_1512c15016.png)

Each employee can view all the reports that concern him or her from any device (PC, tablet, smartphone). He automatically receives the tasks assigned to him in his personal space. The tasks are linked to their meeting so that they can quickly find the discussion that led to the task in the first place.

## Search for reports and tasks

In this new version, the search has been improved. A simple keyword allows you to find reports, tasks or activities previously discussed.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_03_diapositive6_e1541102903236_564dba249e.png)

## Conclusion

You save a lot of time and energy because you:

* Centralize all agendas and reports,
* Provide everyone with the level of information needed to follow up on their meetings,
* Retrieve the discussions, decisions and actions resulting from them until their execution.

The report writing module is a first step towards an ever more complete collaborative tool. More new features are planned and we would be delighted to hear your opinion on this new module. Do not hesitate to write to us.

## Also to be discovered in this version

* Checklists with key date (tasks that can be scheduled before and after the key date),
* Retractable menu,
* New enriched description for checklists and workspaces.

Perfectly controlled meetings, from decision making to the execution of the task in three steps.

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Complete module for taking minutes

## WEDO, the startup that makes tasks clear.

**Estavayer-­le-­Lac »** WEDO is ready to conquer companies. Founded in August 2015 in Estavayer-le-Lac by two young engineers, David Dutch (IT) from Fribourg and Antoine Sudan (management), the startup offers an online application at [wedo.com](/). «It is a collaborative tool, which allows you to manage tasks in teams», summarizes Antoine Sudan.

**Duly identified** and in groups, the members of a company can enter tasks, plan them, assign priorities, delegate them, comment them, filter them, archive them, monitor their progress or receive notifications, among other functionalities. A special feature of this 100% Swiss application is that all data is securely hosted exclusively in Switzerland.

«We surveyed 300 business owners to identify the needs when we developed version 1, which was released in April 2015\. To date, around 30 companies are using our application, including a bank, residential homes and industrial companies. Their instantaneous feedback allows us to continuously refine the application, according to users' needs. As a result, we are now at version 20 of WEDO», explains the engineer.

The duo, who have been supported by Fri Up (coaching and locations) since November 2015, feel confident enough today to think bigger. «There are only two of us. But if everything works according to our business plan, we'll be able to hire as early as 2018», hopes Antoine Sudan.

\--

Interview by Stéphane Sanchez / Source: 
[Original article from La Liberté](https://wedo-assets.sos-ch-gva-2.exo.io/article_wedo_liberte_2017_02_06_4c7a2632ef.pdf)

An article on WEDO published in La Liberté of 06.02.2017.

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The year 2016 is now over and we are taking advantage of the beginning of 2017 to release the new products developed at the end of last year. As a reminder, all these innovations have been proposed to us by our customers, we would like to thank them for the quality of our exchanges. Here are the new functionalities of version 20 (and previous versions), currently available for all our customers.

## Setting up external notifications

Since version 19, you can choose the days and times for sending notification emails. To do this, click **Profile** \> **Settings**. On the **Notifications** tab, choose your preferences and click **Save**. You will receive emails on the days and times you choose only if you have unread notifications in WEDO.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive1_e1541102523132_c4047fd665.png)

## Sorting task lists

Task lists can be sorted by dates (standard view), due dates, users or priorities.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive2_e1541102547111_ce773abf47.png)

## Info tab in topics

In each topic, discover the **Info** tab which regroups: the description of the topic, the exhaustive list of members, a graph with the progress of the tasks and the flow of activities.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive3_e1541102564358_cfda83d8af.png)

## Checklists V3: editing a checklist after launch

When you launch a checklist, you can now add tasks to it after launch. This allows you to add exceptions or additional tasks when using WEDO for your procedures.

## Redesigning the main menu

The main menu has been updated in version 19 for clarity. The **Users** page has been moved to the **Profile** menu and a new menu item has been added. The menu item includes your **First Name** and contains everything about you in WEDO. The menu is therefore much simpler and includes by default: 1\. Everything that concerns you, 2\. The topics you are a member of and 3\. The models you are a member.

## Redesign of the secondary menu

In version 20, the secondary menu has also been simplified thanks to a tabbed system. The title and list of members have been redesigned to take up less space on your screen. This affects your personal space but also the topics, templates and checklists.

Here is an example with the subject _Human Resources_ :

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive4_e1541102588390_6a21e137a8.png)

## Improved ergonomics of subject settings

When you click on the gear to open the **Settings** of a topic, WEDO now offers you a window with a tabbed system to improve understanding and navigation between settings.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_01_diapositive5_e1541102606773_bd24451085.png)

## Conclusion

This version closes the year 2016 and in particular allows us to simplify the ergonomics and navigation in WEDO. 2017 will see the arrival of major features that will allow you, we are sure, to support collaboration in your business more effectively. We wish you all a happy new year 2017 and a successful year in your exchanges with your colleagues.

Here are all the new features added at the end of 2016\. The new year promises major features that we are already looking forward to telling you about.

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WEDO V20: Goodbye 2016, hello 2017!

## "A simple, intuitive and user-friendly tool."

Launched by David Dutch and Antoine Sudan, WEDO is a 100% Swiss collaborative tool for companies of all sizes. Available in French, German and English, the platform allows employees to network in the management of their tasks, meetings and projects. Followed by Fri Up for almost a year, the start-up has the ambition to become a national reference.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_10_stemutz_photo_fri_up_we_do_web_imh_8113_caa4d3eb64.jpg)
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## How did you meet and when did the idea of a joint project arise?

Antoine: "We met on the train in 2003 when we were on our way to the Technical Professional Maturity Course (EPSIC). A good alchemy quickly set in, as did the idea of creating our own company to combine our skills. After studying engineering, we each worked on our own, maintaining special bonds of friendship. It was an important step to gain experience and mature our project."

David: "We launched WEDO when we realized the need to develop a collaborative tool to centralize a company's information and network its employees in the management of their tasks, sessions and projects."

## Many tools exist on the market in project management. How does your product stand out?

Antoine: "First of all, we conducted interviews with some 300 company directors with between 5 and 4,500 employees, with the aim of understanding their organisations and their needs in order to develop our tool. On this basis, we built the WEDO platform. It allows prioritizing, planning, delegating and classifying tasks, while offering a global vision to each employee on all his tasks, the progress of the tasks he has delegated to his colleagues and the person responsible for each activity within a project. Communication between collaborators is then managed in the form of tasks that include a comment system. History is recorded to keep track of activities."

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_10_montage_fr_1024x614_9a5a620c62.png)

## What is the first feedback you have received from users?

David: "All of our customers mention the simplicity, ergonomics and user-friendliness of the tool. We remain very attentive to the users' needs. They provide us with valuable information in the optimization of our solution and the development, if necessary, of new functionalities. In the long term, we want to become a Swiss reference in collaborative tools for companies".

## How did you get to the North Incubator?

Antoine: "Pierre-André Arm, director of COREB, has become a WEDO customer. He then suggested that we contact Fri Up. And last November, we got our sesame for a coaching from the Association and accommodation at the North Incubator in Morat.

David: "Our coach, Markus Ith, helped us with administrative aspects such as insurance and accounting. Today, he mainly follows our dashboards and puts us in touch with prospects."

\--

Interview by Véronique Grady / Source:
[Original article from the info patronale](https://wedo-assets.sos-ch-gva-2.exo.io/article_wedo_info_patronale_2016_10_a72296cd65.pdf)

An article on WEDO published in October 2016 in the "info patronale" business news

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This article explains how to use WEDO to track improvement proposals following a quality audit. The benefits of using WEDO to track improvement proposals are as follows:

* Centralization of information
* Distribution of proposals for improvement among colleagues
* Clear prioritization according to the environment
* Traceability of corrective actions taken
* Paperless process
* Clear vision of the actions to be taken for each

## Create a workspace: name, members, color (to be done only once)

In the left menu, click **Workspaces**. Then, in the action bar, click + **Create Workspace**. Choose a name and a definition for your workspace and then click on **Save and continue**.

Define the members who will have access to this workspace. Note that you can invite people from outside your company via email address. Click **Continue**.

Finally, choose a colour for your space. Tip: choose a colour code (session in blue, project in red, internal department in green, etc.). Click on **Go to Workspace**.

As an example, I choose to create an Audits 2016 space.

## List proposals for improvements to be made in space

You can now enter all improvement proposals in the _Audits 2016_ area. Here is an overview of my example:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_09_diapositive1_e1541096998549_5477d520d7.png)

## Define who is responsible

In the action bar, click on the **Organize** button then choose **Delegate**. The following window opens to choose a person in charge for each improvement proposal:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_09_diapositive2_e1541097017327_19dab8c80d.png)

## Setting priorities

In the same way, click on the **Organize** button and choose **Prioritize**. The following window opens to choose a priority for each improvement proposal:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_09_diapositive3_e1541097033975_ffd5bb8f45.png)

## Each employee has a clear vision of his or her work

All delegated tasks are automatically sent to the right people. Each manager will be able to view what has been assigned to him or her in his or her task list. Everyone will also be able to see the progress of improvement proposals at any time by going to the Audits 2016 area. Here is the list of pending tasks with responsibilities and priorities:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_09_diapositive4_e1541097053270_bfd0152c6b.png)

Validated tasks are automatically archived to keep historical records.

## To go a little further

### Follow-up of corrective actions

Ask those in charge to note in the comments the action taken in order to have it in front of them at the time of proofreading.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_09_diapositive5_e1541097069619_eb79b3da20.png)

### Create one space per year

Create one space per year for audits. This will allow you to carry forward unrealized improvement proposals to the next year. You can do this by simply adding the second space to the task. Example with _Audits 2016_ and _Audits 2017_ (method to keep the traceability of reported actions):

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_09_diapositive6_e1541097092270_e1836c9d4b.png)

## Conclusion

Thanks to WEDO, proposals for improvement are efficiently managed and distributed. All this without any documents to fill out, update or file. This approach allows employees to know their responsibilities and control their deadlines more easily. Communication between employees is also strengthened thanks to the pooling of tasks for a defined group.

Follow-up of the quality audit process and its proposals for improvement without paper documents.

Four people standing around a conference table discussing a project, overlaid with the text “WEDO for quality audits” and “Use case”

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WEDO for quality audits

This WEDO update brings a new feature: activity feed. These are chronologies that include all events, comments and notes.

The feeds exist at three levels:

* General activity feed with information about you on your network
* Feeds by topic to view the progress of sessions, projects, services, etc.
* Per person feed to track your history or that of one of your colleagues (depending on your rights)

## Overview of a topic's workflow

This is what the workflow for my "Project Zero Paper" topic looks like:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_09_flux_d_activite_4dc944ad2e.png)

## Note-taking

You can see from the image above that it is possible to add notes in the workflow. This way you can write information for a topic or for your entire network quickly. Using the "Add Recipient" button, you can notify the people affected by your note. It is possible to add **people**, **topics** or checklist **templates** to the recipients.

## Usage example

I would like to inform the whole working group for the "Project Zero Paper" about the next meeting. I am writing a note to this effect. I can add addressees via the button or by entering the title of the subject preceded by an @.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_09_note_avec_mention_7ecec0df0e.png)

## Conclusion

Thanks to the workflows, you can keep up to date quickly and communicate even more easily with people in your network. Feel free to send us your comments and suggestions for improvement via the support in WEDO.

How can I see the progress of a topic at a glance?

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This article explains how you can use WEDO to manage maintenance activities. Tracking one-time repairs and periodic maintenance using WEDO has the following advantages:

* Centralization of all technical tasks
* Easy distribution of tasks among colleagues
* Clear prioritization according to the environment
* Traceability of activities carried out over time
* Simple scheduling of recurring tasks
* Reporting of failures by all employees (ticketing)

## Create a topic: name, members, color (to be done only once)

In the left menu, click **Topics**. Then, in the action bar, click **\+ Create Topic**. Choose a name and a definition for your topic and then click **Save and continue**.

Define the members who will have access to this topic. Note that you can invite people from outside your company via email address. Click **Continue**.

Finally, choose a colour for your subject. Tip: choose a colour code (session in blue, project in red, internal department in green, etc.). Click on **Go to topic**.

As an example, I choose to create a _Technical_ subject.

## List the tasks to be carried out in the subject

You can now enter all the tasks to be carried out around the building in the _Technical_ topic. Here is an overview of my example:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_06_diapositive1_e1541096343960_007dcd840c.png)

## Define who is responsible

In the action bar, click on the **Organize** button then choose **Delegate**. The next window opens to choose a person in charge for each task:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_06_diapositive2_e1541096363967_96a5e9a870.png)

## Setting priorities

In the same way, click on the **Organize** button and choose **Prioritize**. The following window opens to choose a priority for each task:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_06_diapositive3_e1541096382480_41ce6fc523.png)

## Each employee has a clear vision of his or her work

All delegated tasks are automatically sent to the right people. Each manager will be able to view what has been assigned to him or her in his or her task list. Everyone will also be able to see the progress of the tasks at any time of the week by going to the _Technical_ topic. Here is the list of pending tasks with responsibilities and priorities.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_06_diapositive4_e1541096402309_ef78855dd0.png)

Validated tasks are automatically archived to keep historical records.

## To go a little further

### Define recurrences

You can define recurring tasks and other periodic maintenance checks. To define a recurrence, select a task from your list and, in the details pane, click **Set Due Date or recurrence**. In the calendar that opens, click the **Set recurrence** button. The following panel opens :

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_06_diapositive5_e1541096422506_b8f9ce36ae.png)

A recurring task is marked in the list by a rotating arrow. Releasing it, stores the completed occurrence and automatically schedules the next occurrence.

### Add Comments

You can write comments related to a task (in its detail pane). This comment will remain linked to the task, allowing you to keep a history of remarks and other information.

### Setting deadlines

Like comments, you can add a due date to a task in its detail pane.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_06_diapositive6_e1541096444131_c5ea0d7873.png)

### Add tasks from any device

You can add tasks to your _Technical_ Topic at any time via a computer, tablet or smartphone.

## Conclusion

Thanks to WEDO, technical activities are efficiently managed and distributed. This allows employees to know their responsibilities and to control their deadlines more easily. Communication between employees is also strengthened by sharing tasks for a defined group.

Find out how to master all technical activities in one place.

Two technicians wearing safety gear and white hard hats discussing over a tablet in an industrial setting, overlaid with the text “WEDO for maintenance activities” and “Use case”

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WEDO for maintenance activities

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Every day, we juggle a series of tasks, from answering emails and attending meetings all the way to cooking dinner or finally folding that pile of laundry staring us down for days. Task management is everywhere around us, whether we realize it or not. 

But here's the catch: managing tasks is more than checking boxes. It's making sure the right boxes are checked at the right time, by the right people.

For individuals, good task management can mean less stress and more time to spend on what matters most to them. For teams and organizations, it's the difference between controlled chaos and seamless collaboration. When done well, task management becomes a superpower, moving businesses toward growth and ensuring projects are delivered on time (and with fewer sleepless nights).

In this guide, we're going to explore strategies, tools, and best practices that turn task management into a fine-tuned system. Whether you're wrangling your own to-do list or leading a team toward big goals, this can be your roadmap to staying on top of your game. 

Let's get started!


The Ultimate Guide to Task Management: Strategies, Tools, and Best Practices

You wrapped up the meeting five minutes early. The team nodded along, a few people volunteered next steps, and it felt like a productive use of time. But by next week, no one’s quite sure who was supposed to do what.

Sound familiar?

This is the hidden cost of meetings that don’t lead to action. The agenda gets discussed, ideas fly around, but when it’s time to execute, things fall through the cracks. Tasks don’t get assigned, due dates aren’t clear, and important decisions vanish into scattered meeting notes.

[WEDO](https://wedo.com/features) is built to solve that. It links your meeting agenda directly to a live, trackable task list, so you don’t just talk about what needs to happen, you actually move it forward. In this article, we’ll show you how WEDO turns real-time collaboration into real results, helping teams reduce wasted effort and make every meeting count.

![Diagram showing six steps illustrating how meetings turn into tasks with WEDO. Steps: agenda item discussed, decision made, task created during the meeting, owner assigned and due date set, task appears in team’s shared task list, tracked in real time via list, Kanban, or Gantt view.](https://wedo-assets.sos-ch-gva-2.exo.io/from_agenda_to_action_how_meetings_turn_into_tasks_with_wedo_en_a4df1fa8d0.png)

## The Disconnect: When Meetings Don’t Turn into Action

Most teams aren’t short on meetings, they’re short on follow-through.

You can have a great discussion, a well-structured meeting agenda, and all the right people in the room. But if no one captures the next steps, or if the details live in someone’s notebook or a forgotten doc, it’s only a matter of time before momentum stalls.

This is where things tend to break down:

- Agenda items are discussed, but not linked to any task or outcome
- Decisions are made, but no one is officially responsible
- Notes are taken, but they’re scattered or hard to find
- A week later, team members are trying to remember what was said, who volunteered, and when it was supposed to be done

When that happens, meetings start to feel like a waste of time, not because the content wasn’t valuable, but because the value never made it past the meeting itself.

The result? Teams spend more time clarifying and circling back than actually executing. Tasks get missed, priorities drift, and the same conversations keep happening on repeat.

If your meeting notes, minutes, and action items aren’t connected to your team’s actual workflow, then you’re not managing meetings, you’re just holding them.

## What an Effective Meeting Workflow Looks Like

An effective meeting doesn’t end when the call ends, it carries forward into the work that follows.

It starts with a clear agenda that gives everyone context and structure before the discussion even begins. Each meeting agenda item serves a purpose: make a decision, solve a problem, assign a task, or clarify a priority. That way, no one’s showing up just to sit through a status update.

During the meeting, the focus shifts from talking to doing. Ideas are captured, blockers are flagged, and decisions are documented. Key takeaways are recorded while they’re fresh, and responsibilities are clarified before the meeting ends, so there’s no ambiguity about who’s doing what.

After the meeting, those tasks don’t disappear into thin air. They’re tracked, reviewed, and visible to everyone involved. Team members know [what to prioritize](https://wedo.com/blog/guide-to-managing-and-prioritizing-your-daily-tasks). Project leads can check progress without sending follow-up emails. And when the next meeting rolls around, it’s clear what moved forward and what needs attention.

This kind of workflow turns a meeting into a real point of progress, not just another discussion. And it’s exactly the kind of structure WEDO makes simple to put in place.

## How WEDO Connects Meetings to Tasks in Real Time

![Comparison between a fragmented and a connected flow. Left side: “Without WEDO” – agenda in emails, manually created tasks, scattered follow-ups. Right side: “With WEDO” – shared agenda, live notes and tasks, automatic tracking, clear accountability and progress.](https://wedo-assets.sos-ch-gva-2.exo.io/one_tool_for_meetings_and_tasks_no_more_gaps_en_e3cd31ecd6.png)

With most meeting tools, you leave with a vague sense that someone should do something. With [WEDO](https://wedo.com/features), you leave knowing exactly what’s happening next, because the work is already in motion.

WEDO’s meeting workspace is built for action. Each agenda item becomes a live container for discussion, decisions, and outcomes. As the meeting unfolds, you can capture action items, assign task owners, set due dates, and add files or comments, all in real time, without switching tools.

Tasks don’t have to be created afterward. They can be created as part of the meeting itself, visible to all team members as they’re being assigned. And because every task stays linked to the exact agenda item or decision it came from, there’s no need to dig through emails or notes later to remember the “why.”

Once the meeting ends, tasks are already where they need to be: in your team’s shared task list, fully documented and ready for follow-up. No duplication, no manual transfer, and no ambiguity.

This kind of real-time integration means [meetings in WEDO](https://wedo.com/features/meetings) are more than just conversations. They’re launch points for execution. And for distributed teams, that’s the difference between staying aligned and falling behind.

## One Platform for Meeting Management and Task Tracking

Most teams rely on a patchwork of tools to manage meetings and track tasks; one for calendars, another for agendas, a separate system for [task management](https://wedo.com/blog/how-to-choose-the-right-task-management-tool-for-your-team), and maybe a few shared docs for notes. It works, but barely.

[WEDO](https://wedo.com/features) replaces that clutter with one connected experience.

You can build and share your meeting agenda, run the meeting, capture notes and action items. Decisions naturally turn into trackable work, with no extra tools required. Everything is synced in real time, and every team member sees the same information, whether they’re in the room, joining remotely, or catching up later.

Instead of scattered updates and follow-up emails, your team has a centralized place to review what was discussed, what was decided, and what needs to happen next. All meeting content and outcomes live in one place, so nothing gets lost in follow-up.

WEDO works just as well for day-to-day team check-ins as it does for a formal board meeting. No matter the setting, it helps teams stay organized and accountable, without the constant context switching.

By combining meeting management software and task tracking in a single platform, WEDO gives you back the time and clarity lost in fragmented systems.

## Save Time and Improve Accountability

Following through is where most meetings fall apart. Even when tasks are captured, teams often struggle to keep track of progress or know what’s holding things up. WEDO is designed to make that part easier by giving teams practical ways to stay focused long after the meeting ends.

Work doesn’t look the same across every team. Some projects move fast and need visual tracking. Others involve complex dependencies that require planning over weeks or months. WEDO supports all of it. Teams can organize their tasks in multiple ways, choosing between a clean list, a Kanban board for at-a-glance visibility, or a [Gantt chart](https://wedo.com/blog/manage-your-projects-efficiently-with-wedo-s-gantt-chart) that maps priorities across a timeline.

Each view is fully collaborative and always current, so everyone stays aligned as work evolves. There’s no need to switch tools or export data, everything stays in one place, accessible to anyone who needs it.

For processes that repeat across teams or time periods, WEDO offers [customizable checklist templates](https://wedo.com/features/tasks). Teams can save their most effective workflows, then relaunch them with just a few clicks. Whether it’s preparing for a quarterly review, running a recurring board meeting, or onboarding a new team member, templates keep things consistent and help avoid the mistakes that come from starting over.

WEDO keeps execution visible and structured, even after the meeting ends. Team members can focus on their priorities without constant check-ins, while project leads get a clear view of progress across tasks and timelines. By keeping everything connected, from agenda to action, WEDO helps teams stay accountable without adding overhead.

## Conclusion

Meetings are one of the most valuable ways a team can align but only when they lead to action. Without a clear system to capture tasks, assign ownership, and keep work moving, even the most productive discussions end up as forgotten notes.

[WEDO](https://wedo.com/features) connects every part of the meeting process, from planning the agenda to tracking what gets done. Action items aren’t scattered, delayed, or forgotten. They’re created in real time, assigned with context, and visible to everyone who needs them.

Instead of managing meetings in one tool and tasks in another, your team works from a single platform. One that keeps priorities clear, responsibilities visible, and projects on track, whether you're running a daily sync or a formal board meeting.

If your team is ready to turn meetings into momentum, [WEDO](https://wedo.com/features) is built to help you do it. [Try it for free today](https://wedo.com/signup) and see how easy it is to go from agenda to action, without missing a step.

Learn how to run more effective meetings with WEDO by turning agenda items into tasks, setting due dates, and keeping work moving in real time.

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From Agenda to Action: How WEDO Links Your Meetings to Tasks

We’ve all walked out of a meeting wondering what just happened. No clear direction, no notes, no decisions, and somehow a follow-up meeting gets scheduled to rehash it all. Multiply that by ten, and you’ve got the average workweek for many teams.

Unproductive meetings are a major drain on time and momentum. The signs are easy to spot:

- No structured meeting agenda, so conversations drift
- Agenda items aren’t prioritized or time-boxed
- Key decisions and important information aren’t captured
- Action items are vague or forgotten altogether

Many teams still rely on a disconnected mix of tools: email threads for prep, video calls for discussion, shared docs for notes, and separate apps for task follow-up. By the time someone checks in on progress, the details have already been lost.

At best, these meetings stall momentum. At worst, they lead to confusion, missed deadlines, and frustration.

In this blog post, we’ll break down what effective meeting management actually looks like and how WEDO helps teams plan smarter, document in real time, and follow up without the extra work.

![Comparison between fragmented tools and WEDO for meetings. Old way: emails, docs, calls, notes, tasks scattered. With WEDO: shared agenda, live editing, task creation, auto-minutes, centralized tracking](https://wedo-assets.sos-ch-gva-2.exo.io/from_fragmented_tools_to_one_seamless_meeting_workflow_en_1544cae07d.png)

## What Effective Meeting Management Looks Like

Running a productive meeting doesn’t require complexity. It requires a system that works.

Effective meeting management starts with structure. That includes a clear meeting agenda, time allocated for each agenda item, and visibility for all team members before the meeting begins. When people know what to expect, meetings stay focused.

Structure allows space for real decisions. Meetings become working sessions where things get done, not just time spent recapping old news.

A few key traits of [productive meetings](https://wedo.com/features/meetings):

- Agenda items are prioritized by urgency or importance
- Contributors are assigned ahead of time
- The conversation leads to clear outcomes

During the meeting, documentation should happen in real time. Some teams use a notetaker, some rely on shared docs, and others use tools that automate the process. But without a structured system, notes end up scattered or incomplete.

The key is to capture important information as it happens, decisions, blockers, and follow-ups, so it doesn’t fall through the cracks. When notes are tied to the right agenda items, the entire team stays aligned.

Follow-up doesn’t start after the meeting. It starts during it. When ownership is clear and tasks are visible, progress continues without extra admin work.

## WEDO’s All-in-One Approach to Meeting Management

Modern teams are juggling more complexity than ever: hybrid schedules, async updates, global time zones, and fast-moving projects with multiple stakeholders.

But even as teams adapt, one thing hasn’t kept up: the way meetings are managed. Too often, agendas are thrown together at the last minute, decisions go undocumented, and action items get lost between platforms.

[WEDO](https://wedo.com/features) gives teams a single workspace to plan, run, and follow up on meetings, without relying on a patchwork of tools.

![Infographic of 3 phases of meeting management with WEDO. Before: build agenda, assign roles, reuse templates. During: edit agenda live, capture notes, assign tasks. After: auto-generate minutes, carry over tasks, keep records accessible, track follow-ups](https://wedo-assets.sos-ch-gva-2.exo.io/the_3_phases_of_meeting_management_with_WEDO_en_3cc01f68a6.png)

**Before the meeting:**

- Build and share the meeting agenda with enough time for team members to prep
- Add clear agenda items with time allocations and discussion leads
- Reuse templates for recurring team meetings to keep things consistent
- Give everyone a place to contribute asynchronously if needed

**During the meeting:**

- Edit the live agenda as conversations evolve
- Capture notes under each agenda item so context is never lost
- Tag team members and [assign tasks directly in the workspace](https://wedo.com/features/tasks)
- Keep the meeting focused with built-in virtual meeting tools and live visibility

**After the meeting:**

- Automatically generate meeting minutes tied to the original agenda
- Carry over any incomplete action items into the next meeting
- Keep everything searchable, from comments to decisions to file attachments
- Ensure important information stays accessible, not buried in someone’s inbox

The full meeting process happens in one place. From prep to follow-up, every step is tracked and visible. Notes stay attached to the agenda, action items stay with their owners, and team members can revisit decisions without digging through old email threads or side chats.

Instead of resetting every time, WEDO keeps meetings connected, so your team builds on what’s already been done, rather than starting from scratch.

## Built for Every Meeting Type

[WEDO](https://wedo.com/features) adapts to the format and structure of any meeting. Whether it’s a daily stand-up, project review, or leadership sync, the same shared workspace supports it all.

Each meeting agenda can be tailored to match the format, either from scratch or using a reusable template. Agenda items come with time estimates, owners, and relevant context so teams stay focused.

[WEDO](https://wedo.com/features) works for in-person, remote, and hybrid teams. Everyone sees the same notes, tasks, and agenda in real time, whether they’re joining live or reviewing later.

Common ways teams use WEDO:

- Project meetings: track blockers, assign next steps, and document key updates
- One-on-ones: maintain continuity and document feedback
- Team check-ins: align on goals and progress without wasted time
- Leadership reviews: tie key decisions to follow-up action
- Hybrid collaboration: allow asynchronous updates before or after meetings

With everything centralized, important information stays visible and nothing gets lost in inboxes or chat threads.

## Building Better Meeting Management Skills with WEDO

Better meeting habits don’t come from more policies. They come from using better tools.

[WEDO](https://wedo.com/features) helps teams build stronger meeting management skills by baking structure into the process.

- **Templates** bring consistency. Teams don’t have to guess what goes into a weekly sync or project kickoff. It’s already built in.
- **Agenda items** come with owners and time limits. Everyone knows who’s leading each section and how long they have.
- **Task assignment happens on the spot.** As the meeting unfolds, tasks can be created directly under agenda items and assigned to specific team members with due dates. There’s no need to retype notes afterward or follow up in a separate tool—everything gets captured and delegated while the conversation is happening.
- **Meeting minutes** are saved in context, linked to the agenda that generated them. No separate doc to clean up later.
- **Follow-up** is automatic. Assigned tasks stay visible after the meeting, so they don’t get buried or forgotten.

This isn’t an extra layer of process. It’s how [WEDO](https://wedo.com/features) works by default. As teams use it, they naturally improve their meeting process. Discussions get sharper. Prep gets easier. Follow-through improves without needing separate workflows.

## The Results Teams See with WEDO

When meetings are planned well and followed through, the impact is clear. The agenda gets used. Notes are captured while they’re still fresh. Tasks are assigned before the meeting ends. And no one has to chase updates later.

Teams that use [WEDO](https://wedo.com/features) start seeing results quickly:

- Meetings stay focused and end on time
- Everyone knows who owns what
- Decisions are documented, not just mentioned
- Past meetings are easy to reference
- Projects move forward between meetings, not just during them

Instead of managing meetings across five different tools, everything lives in one place, built for real-time collaboration, task follow-up, and shared accountability.

**Ready to run meetings that actually lead somewhere?** [Try WEDO for free today](https://wedo.com/signup) and see the difference one tool can make.

Simplify your meetings with WEDO’s meeting management software. Plan agendas, capture notes, and assign tasks in one place.

Orange background with text 'Plan, Document, and Follow Up with WEDO' next to a calendar icon representing task and meeting organization

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Meeting Management Software: Plan, Document, and Follow Up with WEDO

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others. Faced with these challenges, they often find themselves overwhelmed by routine, repetitive responsibilities. We immersed ourselves in the daily lives of 6 executive assistants who use the WEDO platform to understand the workings of their organization, the challenges they face, and the tools they have put in place to facilitate their management.

According to our study, the most time-consuming tasks for executive assistants revolve mainly around administrative functions. These activities, while necessary, tend to monopolize a significant proportion of their working time, preventing them from concentrating fully on more crucial aspects of their role, such as operational and strategic development.

Among the most time-consuming tasks in their job descriptions, the executive assistants surveyed identify the following:

**1. Meeting preparation:** preparing agendas and presentation documents, taking and sharing minutes, following up on decisions and tasks delegated at meetings,

**2. Diary management and meeting organization:** planning and coordination of appointments, team meetings, and conferences, taking care to avoid scheduling conflicts,
**3. Document preparation and management:** drafting, proofreading, and organizing important documents such as reports, presentations, correspondence and contracts,

**4. Project coordination:** managing and following up on specific projects, liaising between different departments, and meeting deadlines.

Internal and external communications, administrative support, and human resources management closely follow those.

## How to lighten the administrative load for an executive assistant?

When asked what tools were used to monitor collaboration before WEDO was integrated, the most common programs were Outlook, Word (for taking minutes), and Excel. However, these tools had significant limitations. Respondents reported difficulties related to the cross-functionality of information between different team members. For example, these tools were not conducive to **active, real-time collaboration when taking PVs**, making this task often cumbersome and time-consuming, and necessitating numerous round-trips. The systematic use of e-mail to distribute these documents wasted considerable time without guaranteeing effective communication.

Furthermore, the limited nature of these tools prevented efficient tracking of tasks and projects. Users faced significant challenges maintaining a clear, up-to-date overview of projects. In short, although these tools are widespread and familiar, their use in team collaboration and project management needs to be improved.

This situation underlines the importance of cross-functional tools and solutions to lighten the administrative workload. With the implementation of WEDO, the executive assistants surveyed were able to optimize their administrative processes.

### 1. Meeting preparation and management

![computerized agenda for real-time note-taking](https://wedo-assets.sos-ch-gva-2.exo.io/reunion_ENEN_aad2ef7f0e.png)

One of the most time-consuming aspects of the job is the preparation of meetings. With WEDO, executive assistants benefit from automated management and considerable time savings in preparation and follow-up. The platform enables uniform management of minutes, clear distribution of post-meeting tasks, and automatic tracking of topics from one session to the next. Users report an average time saving of 55% for these tasks.

![save time spent on meetings](https://wedo-assets.sos-ch-gva-2.exo.io/55_ENEN_83c8604c19.png)

WEDO's meeting module lets you integrate blocks of paragraphs, tasks, file attachments, personal notes, votes and signatures, among others.

![testimonial Regula Oberdorfer](https://wedo-assets.sos-ch-gva-2.exo.io/Regula_Oberdorfer_ENEN_1a54d3c30f.png)

### 2. Project management and task tracking

![efficient task management](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_ENEN_be99588a59.png)

Project management and tracking represent another major challenge. WEDO simplifies this task by offering clear delegation possibilities, the creation of checklist templates to standardize processes, and real-time task tracking. This leads to better prioritization and more efficient day-to-day management.

![testimonials Aline Volery and Nicole Thalmann](https://wedo-assets.sos-ch-gva-2.exo.io/testimonials_Aline_et_Nicole_ENEN_11a8dc6cff.png)

### Use case: facilitating HR processes and the transmission of specifications

When executive assistants are involved in HR processes, the integration of WEDO proves to be a major asset. The platform makes it possible to standardize on-boarding and off-boarding procedures by means of specific checklists. These checklists, drawn up for each stage of the process, automatically assign the relevant tasks to the team members concerned. This method ensures structured, efficient management of personnel transitions, eliminating the operational uncertainties often associated with the question "What steps should I take?".

By simplifying these processes, WEDO not only eases the workload for HR managers, but also contributes to a clear, documented handover of tasks and knowledge from one employee to the next.

![simplified hr processes](https://wedo-assets.sos-ch-gva-2.exo.io/Modeles_checklists_ENEN_fdf58af70f.png)

One of the decisive advantages of WEDO, highlighted by our management assistants, is the ease with which recruitment interviews can be documented in real time. Each exchange can be recorded directly in a standardized (and customized if required) agenda, enabling these interactions to be saved methodically and instantaneously.

### 4. Transmission of information

WEDO lets you link documents to tasks or meetings, ensuring that all the necessary information is in the right place. Global search makes it easy to retrieve documents, and to find a specific file based on a keyword found in the PDF file.

In terms of communication, WEDO users particularly appreciate the immediate visibility of entries and the ability to restrict access to certain information.

![Alexandra Locher](https://wedo-assets.sos-ch-gva-2.exo.io/Alexandra_locher_ENEN_e53527e95c.png)

**We asked our users to rate the platform on a scale of 1 to 10, to qualify the positive impact WEDO has on their daily tasks.**

![Best collaborative software for executive assistant productivity and organizations](https://wedo-assets.sos-ch-gva-2.exo.io/preparation_reunion_note_ENEN_1_d92c7629a1.png)

![Alicia Aubert](https://wedo-assets.sos-ch-gva-2.exo.io/Alicia_Aubert_ENEN_5d3644b8f7.png)

Executive assistants can greatly ease their workload by equipping themselves with a collaborative platform. Do you have any questions or doubts about WEDO's compatibility with your needs? We'll be happy to give you a short 30-minute demonstration.

::button-primary[Try WEDO for free]{link="/signup"}

::button-primary[Schedule a live demo]{link="/demo"}

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others

An executive assistant speaking on the phone with colleagues blurred in the background, overlaid with the text “How to make an executive assistant’s daily life easier” and “Use case”

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Making daily life easier for executive assistants

Held once a month, quarter, or half-year, as required, these privileged meetings provide a confidential and open communication space, encouraging in-depth discussion of individual and collective objectives. They create a valuable opportunity to discuss each employee's specific challenges and needs, fostering better mutual understanding. Moreover, these meetings provide a framework for recognizing individual achievements and contributions, reinforcing a sense of accomplishment and belonging to the team. Thanks to these personalized exchanges, bilateral meetings contribute to more effective personnel management, more focused professional growth, and solid, fulfilling working relationships.

## Key topics for a bilateral meeting

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management. Here are some of these topics:

### 1. Ongoing assessment
Discuss objectives for the current period and assess progress and results achieved. Identify successes and areas requiring further attention.

### 2. Professional Development
Explore opportunities for employee development, training, and professional growth. Identify skills to be strengthened and possible progression paths.

### 3. Feedback
Exchange constructive feedback on work performed, highlighting strengths and addressing areas for improvement. Encourage open dialogue to stimulate continuous learning.

### 4. Needs and Challenges
Allow employees to express their needs regarding resources, assistance, or support to accomplish their tasks. Discuss possible obstacles and find solutions together.

### 5. Work-Life Balance
Address workload-related issues, stress levels, and work-life balance. Identify measures to support employee well-being.

### 6. Projects and Initiatives
Discuss future projects, new initiatives, and potential employee contributions. Encourage active participation and creativity.

### 7. Management feedback
Offer employees the opportunity to share their feelings about management, work methods, and team communication. Foster an environment of trust and continuous improvement.

### 8. Focus on Vision
Ensure that the employee understands and adheres to the team or company's overall vision, values, and goals.

### 9. Resources and Support
Identify the resources required for the associate's success and ensure that he/she has the proper support to carry out his/her tasks.

### 10. Long-Term Planning
Examine longer-term perspectives and discuss the employee's career aspirations and how these align with team or organizational goals.

_"Enabling discussions in bilateral meetings, in a more intimate way and with a long-term vision, brings a notable benefit to the employee's career in the company. It makes them feel valued, heard and recognized above all. Setting clear, long-term objectives is a real motivator for them."_

**Marie Rudaz-Jaeggi**, *[AmbitionSuccess.ch](http://ambitionsuccess.ch/)* - MORGES

Team leaders and employees can establish fruitful collaboration, foster professional development, and maintain a positive working climate by addressing these topics regularly and in-depth at bilateral meetings.

## Use WEDO to keep track of your bilateral meetings!

![1_1 ENFR.png](https://wedo-assets.sos-ch-gva-2.exo.io/1_1_ENFR_78b8a89537.png)

With WEDO, you can prepare your agenda jointly with your manager or colleague. In this way, each participant can prepare the questions or topics to be addressed.

Generally speaking, the agenda items for a bilateral meeting are recurrent. WEDO enables you to set the topics so that they recur from one time to the next to ensure that discussions are followed up and that objectives evolve.

Once completed, the minutes are locked and remain available to both participants for consultation.

::button-primary[Schedule a live demo]{link="/demo"}

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management.

A smiling person listening to their counterpart in a one-on-one meeting, overlaid with the text “Topics for a one-on-one meeting” and “Use case”

Tasks

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